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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Invoice Appro...
Small and medium business | Business Central, N...
Answered

Purchase Invoice Approvals - Drop Down of Users to Send Approval Request to

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Posted on by DaveHorsley 20
Hello,

We're looking to implement purchase invoice approvals. Our accounts payable employee will be the one sending out approval requests.
 
Ideally we would like those requests to go out to the owner of the spend in the business e.g. marketing spend goes to marketing manager etc. 
 
Is there a way to configure approvals so that our accounts payable employee can select who to approve the invoice in business central? 

In addition, is there a way to create an additional approval step where invoices are above a certain value, say £25k. 

I have looked online but haven't found anything that seems to cover this. 

Many thanks in advance.
David
Categories:
Business Central
Business Central
Business Central
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    Purchase Invoice Approvals - Drop Down of Users to Send Approval Request to
    The general flow does not allow the applicant to choose an approver. If a user without permission is selected, there will be problems in the review. The same is true in BC, so the approver in BC can be delegated to other users for approval, but the applicant cannot.
     
    As for the second question, you can set the initiation conditions of the flow in Workflow, and you can set the amount conditions in it. But this makes the flow setup more complicated.
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    Purchase Invoice Approvals - Drop Down of Users to Send Approval Request to
    Out of the box you do not have the options you are looking for.
    You could implement Power Automate flows that will be more flexible that what you have in BC standard.
    So that might be one option for you. Another option is to look for a AP process software like ExFlow or something like that.
    They have more functionality than BC have out of the box when it comes to approval flows.

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